Spdr Series Trust cmn shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr Series Trust cmn
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Quarterly reported holdings in Spdr Series Trust cmn by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.3M | 254k | 24.80 |
| 2025-06-30 | $346k | 14k | 24.78 |
| 2025-03-31 | $362k | 14k | 25.22 |
| 2024-12-31 | $552k | 22k | 25.58 |
| 2024-09-30 | $568k | 22k | 26.27 |
| 2024-06-30 | $275k | 11k | 25.44 |
| 2024-03-31 | $253k | 9.9k | 25.69 |
| 2023-12-31 | $331k | 13k | 25.30 |
| 2023-09-30 | $169k | 7.1k | 23.82 |